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FKAIX vs VEXPX
FKAIX vs VEXPX Comparison
Open Charts FKAIX vs VEXPX
Federated Hermes Kaufmann Small Cap IS
Price$49.81
Change-$0.82 (-1.62%)
VolumeN/A
Net Assets3.25B
FKAIX vs VEXPX Comparison Chart
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FKAIX vs. VEXPX commentary
Jun 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FKAIX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. FKAIX (3.25B). FKAIX pays higher dividends than VEXPX: FKAIX (1.47) vs VEXPX (0.42). FKAIX was incepted earlier than VEXPX: FKAIX (9 years) vs VEXPX (58 years). FKAIX (1.02) is less costly to investors than VEXPX (0.44). VEXPX (35.00) and FKAIX (34.00) have comparable annual turnover. VEXPX has a lower initial minimum investment than FKAIX: VEXPX (3000) vs FKAIX (1000000). FKAIX annual gain was more profitable for investors over the last year : 1.35 vs. VEXPX (-4.59). VEXPX return over 5 years is better than : 12.47 vs. FKAIX (11.20).
| FKAIX | VEXPX | FKAIX / VEXPX | |
| Total Expense Ratio | 0.90 | 0.44 | 205% |
| Annual Report Gross Expense Ratio | 1.02 | 0.44 | 232% |
| Fund Existence | 9 years | 58 years | - |
| Gain YTD | 1.778 | -4.593 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.25B | 19.4B | 17% |
| Annual Yield % from dividends | 1.47 | 0.42 | 349% |
| Returns for 1 year | 1.35 | -4.59 | -29% |
| Returns for 3 years | 30.31 | 16.76 | 181% |
| Returns for 5 years | 11.20 | 12.47 | 90% |
| Returns for 10 years | N/A | 8.96 | - |
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